See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,149 | $755,339-94.0% | $379,746-88.1% | $158,922-71.6% |
| Participation rate | 83.3% | 81.8%+1.6pp | 78.4%+4.9pp | 82.0%+1.4pp |
| Annual return | 28.12% | 53.41%-25.3pp | 34.90%-6.8pp | 302.83%-274.7pp |
| Employer contribution / active EE | $1,363 | $4,685-70.9% | $3,540-61.5% | $4,761-71.4% |
| Participant deferral / active EE | $10,771 | $7,938+35.7% | $6,024+78.8% | $5,982+80.1% |
| Admin fee / account holder | $45 | $14,482-99.7% | $7,927-99.4% | $11,246-99.6% |